Here you define approval schemes per document (module). Only documents managed with states can have approval management.
Attention
It is essential to secure access to this module to avoid creating a security hole in your approval and signature system.
Definition of the document to be managed with approval #
Example: For customer offers.
Select the fields required for :
- Amount
- Currency
- Exchange rate (if available).
Next, define the various signature sets required according to :
- Either the value defined in the header,
- or according to a script.
Astuce
If a script is used, it must give a non-empty result before the signature set can be used. In the case of scripts, it’s up to you to build them correctly so that only one set is activated at a time on a document.
Conditions #
Example: Value range test on document.
The script is “SQL based” and must contain the part normally present in a “WHERE” clause on the document fields. You have a button to check that your query is correct.
The set of signatures to consider #
For each condition, you have a set of 4 possible defined roles or users
Example:
Logical approval rule #
For these 4 roles or users (from A to D), you can define the logical approval rule. You have a button to validate this logical rule:
Examples: Possible logic rules
Compose your complete set with conditions #
Example:
